Diversify Wealth Management, LLC Spdr Portfolio S&P 500 Value E Transaction History

Diversify Wealth Management, LLC

$1.62 Trillion
Q2 2025

A detailed history of Diversify Wealth Management, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 910,472 shares of SPYV stock, worth $50.7 Million. This represents 3.02% of its overall portfolio holdings.

Number of Shares

910,472

Previous 811,325 12.22%

Holding current value

$50.7 Million

Previous $39.9 Billion 22.56%

% of portfolio

3.02%

Previous 2.96%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$45.11 - $52.34 $4.47 Million - $5.19 Million	99,147 Added 12.22%	910,472 $48.9 Billion
Q1 2025 Apr 30, 2025	BUY	$49.78 - $53.19 $8.31 Million - $8.88 Million	166,904 Added 25.9%	811,325 $39.9 Billion
Q4 2024 Jan 16, 2025	BUY	$51.09 - $55.27 $9.7 Million - $10.5 Million	189,865 Added 41.77%	644,421 $32.5 Billion
Q3 2024 Oct 25, 2024	BUY	$48.51 - $52.86 $3.31 Million - $3.61 Million	68,236 Added 17.66%	454,556 $24.2 Billion
Q2 2024 Aug 08, 2024	BUY	$47.37 - $50.09 $18.3 Million - $19.4 Million	386,320 New	386,320 $18.9 Billion

Others Institutions Holding SPYV

# of Institutions

1,154

Shares Held

443M

Call Options Held

372K

Put Options Held

26K

View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

Ticker SPYV
Sector ETFs
Industry ETFs

More about SPYV

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Diversify Wealth Management, LLC Spdr Portfolio S&P 500 Value E Transaction History